Hiding default fields in Enhanced Objectives

Note

Sage People has two different types of objectives for performance management processes: Objectives and Enhanced Objectives. If you are not sure which objectives your organization uses, check out this comparison.

Role: HR Administrator

You can hide default Enhanced Objective fields you do not use in your organization from Team Members and managers. You cannot hide fields required by Sage People Performance Management to display Enhanced Objectives correctly.

  1. Go to the Enhanced Objective object:

    • In Salesforce Lightning Experience, go to SetupObject Manager, and select the Enhanced Objective object.

    • In Salesforce Classic interface, go to SetupApp SetupCreateObjects, and select the Enhanced Objective object.

  2. Go to Field Sets:

    • In Salesforce Lightning Experience, from the left sidebar, select Field Sets.

    • In Salesforce Classic interface, scroll to the Field Sets Related List.

  3. Edit the Hidden Fields Field Set:

    • In Salesforce Lightning Experience, select the Hidden Fields Field Set.

    • In Salesforce Classic interface, select Edit next to the Hidden Fields Field Set.

    Sage People displays the Field Set Edit page:

    Screenshot: Field Set Edit page for the Hidden Fields Field Set

  4. Drag any fields you want to remove from Objectives to the In the Field Set box. You can hide the following fields: 

    • Aligned Objective

    • Category

    • Company Objective

    • End Date

    • Priority

    • Review Date

    • Start Date

    • Weight %

  5. Select Save.

    The Objective fields you selected are no longer displayed to Team Members and managers in Performance Management.